Bot Helper

This bot takes client data from a CSV file and creates client records for you in Invoicely. The Sales Operations Specialist extracts information from multiple

Top Benefits

  • This bot takes client data from a CSV file and creates client records for you in Invoicely. The Sales Operations Special
  • This bot takes client data from a CSV file and creates client records for you in Invoicely. The Sales Operations Special
  • This bot takes client data from a CSV file and creates client records for you in Invoicely. The Sales Operations Special

Tasks

  • This bot takes client data from a CSV file and creates client records for you in Invoicely. The Sales Operations Special
  • This bot takes client data from a CSV file and creates client records for you in Invoicely. The Sales Operations Special
  • This bot takes client data from a CSV file and creates client records for you in Invoicely. The Sales Operations Special

This bot takes client data from a CSV file and creates client records for you in Invoicely.
The Sales Operations Specialist extracts information from multiple sources and creates new contacts, leads, accounts and more in Salesforce.
Excel Basic package provides fast spreadsheet actions for .xlsx files without the need to install the MS Excel program.v

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Ankan Mondal
Automation Type
Bot
Last Updated
January 19, 2024
First Published
January 19, 2022
Platform
Automation 360
ReadMe
ReadMe
Support

See the Bot in Action

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Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • This bot takes client data from a CSV file and creates client records for you in Invoicely. The Sales Operations Special
  • This bot takes client data from a CSV file and creates client records for you in Invoicely. The Sales Operations Special
  • This bot takes client data from a CSV file and creates client records for you in Invoicely. The Sales Operations Special